No Jensen, Not All Compute is Created Equal
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We’ve recently tried to pin down how much compute China actually has, approaching the question from both the supply and demand sides. We converged on roughly 2.5 to 2.8 million H100-equivalents. But a single aggregate figure only captures part of the picture.
Jensen on China
On Dwarkesh’s podcast last week, Jensen Huang argued that China already has enough compute to build frontier AI.
“They manufacture 60% of the world’s mainstream chips, maybe more.”
When Dwarkesh raised the gap in advanced chips, Jensen responded,
“AI is a parallel computing problem, isn’t it? Why can’t they just put 4x, 10x, as many chips together because energy’s free?”
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